Voisard Asset Management Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Voisard Asset Management Group’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,070	Closed	-$89.5K	–	246
2024 Q3	$89.5K	Sell	1,070 -20	-2%	-$1.61K	0.04%	139
2024 Q2	$85.4K	Hold	1,090	–	–	0.04%	116
2024 Q1	$87K	Hold	1,090	–	–	0.05%	98
2023 Q4	$82.1K	Buy	+1,090	New	+$77K	0.05%	107

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Voisard Asset Management Group's EFA Position: Q4 2024 in Review

Voisard Asset Management Group sold out of iShares MSCI EAFE ETF (EFA) in Q4 2024, closing a stake of 1,070 shares — an estimated $89.5K sold.

Voisard Asset Management Group first reported a position in EFA in Q4 2023 and held it in 4 quarters. The position peaked at $89.5K in Q3 2024. 1,939 funds tracked by Wall St. Rank hold EFA as of Q4 2024.

Voisard Asset Management Group reported no remaining iShares MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
Voisard Asset Management Group sold 1,070 iShares MSCI EAFE ETF shares in Q4 2024, an estimated $89.5K.
Voisard Asset Management Group first reported a position in iShares MSCI EAFE ETF in Q4 2023 and held it in 4 quarters.
Voisard Asset Management Group's iShares MSCI EAFE ETF position peaked at $89.5K in Q3 2024.
1,939 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.